Integrations DragApp secure-doc-manager
DragApp + secure-doc-manager

Connect DragApp and secure-doc-manager to Build Intelligent Automations

Choose a Trigger

DragApp

When this happens...

Choose an Action

secure-doc-manager

Automatically do this!

Enable Integrations or automations with these events of DragApp and secure-doc-manager

Enable Integrations or automations with these events of DragApp and secure-doc-manager

Triggers

New Task Cards

New Task Cards

Retrieves task cards created in the selected board column within the specified time window.

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Actions

Create Card

Create Card

Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.

Add Card Comment

Add Card Comment

Add a comment to the card (found by title) in the selected board and column.

Request a new Action for DragApp

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Frequently Asked Questions

How do I start an integration between DragApp and secure-doc-manager?

To start, connect both your DragApp and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in DragApp triggers actions in secure-doc-manager (or vice versa).

Can we customize how data from DragApp is recorded in secure-doc-manager?

Absolutely. You can customize how DragApp data is recorded in secure-doc-manager. This includes choosing which data fields go into which fields of secure-doc-manager, setting up custom formats, and filtering out unwanted information.

How often does the data sync between DragApp and secure-doc-manager?

The data sync between DragApp and secure-doc-manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from DragApp to secure-doc-manager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between DragApp and secure-doc-manager?

Yes, you can set conditional logic to control the flow of data between DragApp and secure-doc-manager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

DragApp

About DragApp

Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.

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secure-doc-manager

About secure-doc-manager

Secure Doc Manager helps you collect documents the easy way from your clients. Used by bookkeepers, accountants, lawyers, loan brokers and more.

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